2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#336 in Large Growth
U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.49 percent over the past year, 9.68 percent over the past three years, 16.83 percent over the past five years, and 6.89 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||6.9%|
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The fund will invest predominantly in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations. It may purchase, without limit, shares of underlying funds that invest in domestic, international and global securities.
Fees are Average compared to funds in the same category.
FundX Upgrader Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.